Extract spend details (template)

This workflow streamlines financial record-keeping by automatically extracting transaction details from various types of emails, including invoices, payment notices, and credit card statements. It triggers on new emails in Gmail, categorizes and processes the email content, and extracts key data such as dates, amounts, service names, and categories through PDF extraction, HTML parsing, and language models. The extracted data is then organized and appended to Google Sheets for easy bookkeeping and tracking. This automation is ideal for finance teams or individuals managing multiple transactions via email, providing accurate and timely updates to their financial records.